Access the Edit view by clicking the edit button on your template to modify various aspects and make customizations.
Change a template's status
When you create a template - it takes you time to finish or finalize it. The status tracker of a template let’s you make it obvious to coworkers whether the template is just beginning to get created or ready for everyone to use.
Theres 4 different statuses you can assign to a template:
- Started - a template that just started being created.
- In progress - a template being worked on by a team.
- Finishing - a template that is almost complete.
- Published - a template that is ready to be used.
There are two ways to change a template’s status in Tallyfy:
- From the left nav > Templates:
- Go to the Templates section.
- Click on the dropdown menu next to the template you want to change the status of.

- From the edit view of the Template Editor:
- Go to the Templates section.
- Click the edit pencil on the template you want to change.
- Click on the Settings button.
- Select the status you want to assign to the template.

Edit Templates > Add a description to a template
Descriptions can be added to templates by accessing the Edit view, selecting a step, and utilizing the Description drawer, with changes only affecting future processes while maintaining formatting consistency.
Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.
Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks